What are the responsibilities and job description for the F&I Specialist position at Zurich North America?
This F&I Specialist will work closely with our National Large Accounts team, our select Agents and Brokers, as well as the field force of Area F&I Managers and local F&I and P&C sales partners in the field to continue to execute the proven sales and service strategy initiatives of Direct Markets.
The mission of the Direct Markets Sales & Account Support Team is to partner with the field staff to acquire, retain, and service accounts. They are a dedicated resource and an extension to the field staff to help grow the business and provide support to our customers. They aim for “first time right” in everything they do through consistent processes, strong technical expertise, and high-quality controls.
This critical role will continue to successfully drive new business, maintain high profile relationships with our Dealer Accounts and support strategic relationships outside of the Zurich Organization. The primary responsibility will be to help support growth and profitability through effective problem solving, a high level of customer service, a strong attention to detail and quality service of these accounts.
The ideal candidate should have a strong knowledge of Excel, the ability to work as a team, as well as a solid understanding of Dealership Operations and Finance Products as they relate to our production goals.
Key Responsibilities
The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $53,400 - $85,700, with short-term incentive bonus eligibility set at 10%.
As an insurance company, Zurich is subject to 18 U.S. Code
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Overland Park
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag:
The mission of the Direct Markets Sales & Account Support Team is to partner with the field staff to acquire, retain, and service accounts. They are a dedicated resource and an extension to the field staff to help grow the business and provide support to our customers. They aim for “first time right” in everything they do through consistent processes, strong technical expertise, and high-quality controls.
This critical role will continue to successfully drive new business, maintain high profile relationships with our Dealer Accounts and support strategic relationships outside of the Zurich Organization. The primary responsibility will be to help support growth and profitability through effective problem solving, a high level of customer service, a strong attention to detail and quality service of these accounts.
The ideal candidate should have a strong knowledge of Excel, the ability to work as a team, as well as a solid understanding of Dealership Operations and Finance Products as they relate to our production goals.
Key Responsibilities
- Research, respond to and resolve telephone and electronic inquiries from internal/external customers
- Enter inquiry data into tracking system.
- Resolve situations that may require extensive research and knowledge.
- Provide advice and product expertise to customer service staff, team members, agents/brokers, insureds, regulators, customers, claimants, prospective customers.
- Anticipate, recognize and respond to needs of customers.
- Support implementation of customer initiatives.
- Provide status updates.
- Resolve technical problems by referring to policies, procedures, specifications.
- Make recommendation by comparing alternatives for solving problems or improving procedures or products and provide recommendations.
- Bachelors Degree and 2 or more years of experience in the Sales Support and Analytics area
- High School Diploma or Equivalent and 4 or more years of experience in the Sales Support and Analytics area
- Excellent communication skills
- Strong analytical and problem solving skills
- Customer service skills
- Ability to design, develop and implement enterprise processes and procedures
The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $53,400 - $85,700, with short-term incentive bonus eligibility set at 10%.
As an insurance company, Zurich is subject to 18 U.S. Code
- 1033.
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Overland Park
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag:
